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CIK 0001846994 • 7 13F filings • Apr 22, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $272K | 0.2%Prev: 0.2% | 1,700 SH | Increased |
| AFLAC INC | COM | $775K | 0.5%Prev: 0.5% | 7,029 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $222K | 0.1% | 710 SH | New |
| AMAZON COM INC | COM | $1.9M | 1.1%Prev: 1.2% | 8,319 SH | Decreased-668 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $26.1M | 15.2%Prev: 13.9% | 622,214 SH | Increased+54,766 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.9M | 4.6%Prev: 3.4% | 102,188 SH | Increased+24,256 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $21.6M | 12.6%Prev: 10.7% | 262,526 SH | Increased+31,080 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.0M | 5.3%Prev: 6.0% | 80,561 SH | Decreased-13,920 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $9.3M | 5.4%Prev: 6.7% | 122,311 SH | Decreased-36,545 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $8.6M | 5.0%Prev: 6.8% | 84,421 SH | Decreased-32,169 SH |
| APPLE INC | COM | $2.9M | 1.7%Prev: 1.7% | 10,753 SH | Increased-586 SH |
| ECOLAB INC | COM | $367K | 0.2%Prev: 0.3% | 1,398 SH | Decreased-288 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $431K | 0.3% | 4,489 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $8.8M | 5.1%Prev: 5.1% | 335,205 SH | Decreased-5,114 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $2.3M | 1.3%Prev: 1.4% | 76,023 SH | Decreased-2,609 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $3.3M | 1.9%Prev: 2.2% | 66,142 SH | Decreased-11,801 SH |
| GENERAL MLS INC | COM | $1.7M | 1.0%Prev: 1.0% | 36,080 SH | Decreased+1,738 SH |
| HONEST CO INC | COM | $461K | 0.3%Prev: 0.3% | 178,761 SH | Decreased+40,056 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $576K | 0.3%Prev: 0.3% | 12,271 SH | Increased-105 SH |
| ISHARES TR | CORE DIV GRWTH | $3.9M | 2.3%Prev: 1.7% | 56,281 SH | Increased+13,081 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $8.9M | 5.2% | 164,419 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $6.2M | 3.6%Prev: 2.7% | 66,977 SH | Increased+18,168 SH |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | $203K | 0.1%Prev: 0.1% | 3,003 SH | Decreased-474 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $4.7M | 2.8%Prev: 3.4% | 71,319 SH | Decreased-19,346 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $19.3M | 11.3%Prev: 13.7% | 417,704 SH | Decreased-86,503 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $244K | 0.1% | 3,037 SH | New |
| META PLATFORMS INC | CL A | $420K | 0.2%Prev: 0.3% | 637 SH | Decreased-8 SH |
| MICROSOFT CORP | COM | $1.3M | 0.8%Prev: 0.9% | 2,764 SH | Decreased-332 SH |
| NVIDIA CORPORATION | COM | $377K | 0.2%Prev: 0.2% | 2,021 SH | Increased+30 SH |
| PACER FDS TR | US CASH COWS 100 | $3.0M | 1.7%Prev: 4.4% | 49,469 SH | Decreased-81,316 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.8M | 1.6%Prev: 1.7% | 59,221 SH | Decreased-2,611 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.0M | 4.7% | 111,947 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $465K | 0.3%Prev: 0.3% | 1,529 SH | Increased-110 SH |
| UBER TECHNOLOGIES INC | COM | $365K | 0.2%Prev: 0.2% | 4,472 SH | Decreased+200 SH |
| UNITEDHEALTH GROUP INC | COM | $551K | 0.3%Prev: 0.4% | 1,669 SH | Decreased-376 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $263K | 0.2%Prev: 0.3% | 3,379 SH | Decreased-3,088 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $295K | 0.2%Prev: 0.2% | 1,016 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 1.2%Prev: 1.1% | 5,964 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.5M | 0.9%Prev: 0.8% | 3,554 SH | Increased-20 SH |
| 13F-HR |
| 0001398344-25-019534 |
| $171.3M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012617 | $195.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013461 | $163.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006803 | $173.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007422 | $148.0M | View |